Posted by Yuzuki > 2014-06-10 09:39 | Report Abuse

sapu 1.53 ... lol

Posted by Yuzuki > 2014-06-10 09:40 | Report Abuse

francis oledi put roadblock at 1.52 so why wait some more ... sapu 1.53 hehehe

Posted by ket_60 > 2014-06-10 10:30 | Report Abuse

Any news about ytlp

Posted by steveooikp > 2014-06-10 11:18 | Report Abuse

easy easy back to 1.50.....

Posted by smartly > 2014-06-10 11:26 | Report Abuse

1.50 sapu....

Posted by babu > 2014-06-10 11:28 | Report Abuse

wait a little while longer, 1.40 then sapu is much better !

Posted by hng33 > 2014-06-10 11:34 | Report Abuse

At 1.53, downside risk already very limited as it already close to YTLP NTA

Posted by smartly > 2014-06-10 11:37 | Report Abuse

ytl up ytlp will soon follow.

Posted by hng33 > 2014-06-10 11:52 | Report Abuse

LTE capex much lower than expected


CIMB previously estimate it would cost RM1bn for TD-LTE to be offered, based on the assumption that each
base station would need three dedicated LTE transponders and that each
transponder would cost US$75,000. That is no longer the case and it seems
that the frequency of many of the base stations can be configured automatically
with a channel card. The estimated total cost to introduce TD-LTE is now
around US$100m or RM330m. When the configuration is completed for all
6,000 base stations and the ecosystem of 4G devices are fully fungible between
TD-LTE and LTE-FDD (used by the three telco incumbents), YTL Comms
should be able to compete on a level playing field. The expected timeline for
this is over the next two years.

On a level playing field, it will be clear that YTL Comms will be able to
aggressively compete on pricing because the capital cost for its 4G all-data
network will be much lower than the three incumbents. Looking at the current
value of its fixed assets compared to the three incumbents, YTL Comms is
currently at the same level as Digi, but does not have to face an escalation in its
fixed capital base compared to the future capex requirements of the three
incumbents. The key issue going forward for the three incumbents as they roll
out their 4G network will be the baggage of their legacy 3G and voice assets on
their balance sheet.

According to Jacob Yeoh, YTL Comms’ business model will also be different - it
intends to minimise marketing costs and dedicate most of its opex to the
efficiency of its network. YTL Comms therefore intends to sell itself on its
services which makes sense since TD-LTE is more spectrum-efficient than
LTE-FDD.

Posted by smartly > 2014-06-10 12:15 | Report Abuse

YTLPOWR-EXERCISE OF 200 WARRANTS 2008/2018 (“EXERCISE”)



YTL POWER INTERNATIONAL BHD



LISTING'S CIRCULAR NO. L/Q : 70840 OF 2014

Kindly be advised that the abovementioned Company’s additional 200 new ordinary shares of RM0.50 each arising from the aforesaid Exercise will be granted listing and quotation with effect from 9.00 a.m., Wednesday, 11 June 2014.

Posted by smartly > 2014-06-10 12:16 | Report Abuse

aiyo 200 also want to exercise ?

something wrong !

Posted by hng33 > 2014-06-10 13:05 | Report Abuse

Invest in YTLP is safer compared to its wb, if privatization indeed materialize via share swap with YTL. WB though trade relative stable now, but its 11% premium will dismiss if share swap at ratio 1:1.

Posted by leek > 2014-06-10 14:30 | Report Abuse

Agree... but since YTLP can get power project from Govt... it lower the possibility of privatising it...

Posted by smartly > 2014-06-10 14:37 | Report Abuse

no point to exercise wb now, those ppl must be blind, 11% premium there need to fork out. might as well sell wb direct and buy ytlp straight.
these ppl must have failed in mathematic. :p

Posted by tengtj > 2014-06-10 14:43 | Report Abuse

Bought YTLP 1.53. Agree with Hng downside is limited

Posted by hng33 > 2014-06-10 14:44 | Report Abuse

Most of the YTL cash hoard is park under its 58% subsidiary YTLP. Therefore, if YTL wan to bid RM8bn Express Rail Link (ERL) extension to Melaka and the RM30bn high speed rail (HSR) project to Singapore, YTL may need to take over YTLP via share swap in order to fully control YTLP cash and use it as leverage to bid these upcoming multibilion project

Posted by calvintaneng > 2014-06-10 14:46 |

Post removed.Why?

Posted by smartly > 2014-06-10 15:02 | Report Abuse

as retailer, no one will do that. it's really a stupid move to pay extra for mum.

Posted by smartly > 2014-06-10 15:05 | Report Abuse

if there is such a move, we all huat liao.
leek will huat until like "pigsy"...LOL

Posted by leek > 2014-06-10 15:05 | Report Abuse

YTLP can take the job alone.... rumours ERL might takeover by YTLP...

Posted by steveooikp > 2014-06-10 15:57 | Report Abuse

plenty of rumours.... ytlp also wan to take over MAS.....

Posted by hng33 > 2014-06-10 16:11 | Report Abuse

According to YTLP announcement last year, SIPP power is 70% own by YTLP. Recent award 4A 1000MW at Pasir Gudang, locate at the same site of its exiting 550MW. Although YTLP IPP is due to expire next year, its Pasir Gudang power plant may grant extension until its new 1000MW ready for operation in 2018, a fast track IPP to meet shortfall power supply for growing demand as well as buffer in the event outrage from problematic Jimah power.

Posted by hng33 > 2014-06-10 16:20 | Report Abuse

Based on YTLP cumulative 3 quarter result EPS = 11.21sen and NTA 1.47. Assume last quarter YTLP report another 4sen, implying EPS 15sen and NTA 1.51, give rise to YTLP valuation at PE 10x and 1 x NTA, offering at least limited downside risk

Posted by hng33 > 2014-06-10 16:26 | Report Abuse

YTLP have record to build its first IPP at speed 18 month. Therefore, if 4B is mean to fast track as require, i think only YTLP have such capability to meet target date if not sooner

Posted by hng33 > 2014-06-10 16:30 | Report Abuse

I now assume YTLP enlarge loss incur in Q3 in broadband division is due to YTLP start up cost in Sabah rather than due to subscriber growth. YTLP have added few hundred more transmission tower in Sabah, bringing total YTLP transmission tower 6000 now.

Posted by leek > 2014-06-10 16:34 | Report Abuse

MAS will never privatise, otherwise ytlp will sure buy MAS... YTL still helping GLCs to acquire assets in UK and Japan...

Posted by smartly > 2014-06-10 16:49 | Report Abuse

closing 1.52 i guess.

Posted by hng33 > 2014-06-10 16:54 | Report Abuse

YTLP may take alternate with YTL to perform

Posted by leek > 2014-06-10 16:56 | Report Abuse

Sapu ytlp-wb....

Posted by SANG-JERO > 2014-06-11 00:40 | Report Abuse

On the current date Ytl power international Position is Short - Strong Sell based on Medium Term analysis and is Short - Strong Sell based on Long Term. Asset "Volatility Risk" is Very Low and "Liquidity Risk" is Medium. In the Medium Term, Bearish phase is advancing, a short term negative price move is expected. In the Long Term, Bearish phase is advancing, a short term negative price move is expected.

Posted by smartly > 2014-06-11 09:35 | Report Abuse

sapu...

Posted by kcpung > 2014-06-11 10:27 | Report Abuse

bearish = sapu

Posted by babu > 2014-06-11 10:37 | Report Abuse

wait a while longer..... better to just wait for 140 same as last year's low on 25 march'13

Posted by hng33 > 2014-06-11 12:27 | Report Abuse

Stock still trade sideway, which is better for my portfolio as i still waiting to realize my ton of gold from Puncak, once materialize, hopefully i still can catch YTLP at low price, to boost my stake to maximum

Posted by denver > 2014-06-11 13:04 | Report Abuse

hng, mind to share what's your Puncak's TP to swap back to ytlp?

Posted by hng33 > 2014-06-11 13:16 | Report Abuse

Based on sum of part analysis done by stock analysis, Puncak on fully diluted basis, Puncak sum of part value should be at range RM 4.50-5.50, depending on valuation peg on its oil and gas (10x-15x)

But, the sum of part exclude Puncak current cash and properties value. I wonder why all the research analyst did not take into account Puncak existing cash balance in their sum of part analysis !!??

Based on latest q result, Puncak have cash RM 500.7m (net of pledge deposit) and short term investment RM50.4m, translating into another cash RM 1.00/share on fully diluted basis.

In addition, analyst also failed take into account Puncak properties and vacant landbank which will be return by KDEB to Puncak at no cost, its worth another RM 250m based on its net book in annual report, translating into another RM 0.50/share on fully diluted basis.

Posted by leek > 2014-06-11 15:00 | Report Abuse

Sell ytlp lo... ytlp going to privatise at 1.10... lolz

Posted by smartly > 2014-06-11 15:25 | Report Abuse

bearish = sapu......

very smart. :)

Posted by leek > 2014-06-11 15:42 | Report Abuse

Not smart... should encourage people to sell... lolz

Posted by Yuzuki > 2014-06-11 15:53 | Report Abuse

hehehe so many rumours lol ...

Posted by leek > Jun 10, 2014 03:05 PM | Report Abuse

YTLP can take the job alone.... rumours ERL might takeover by YTLP...

Posted by steveooikp > Jun 10, 2014 03:57 PM | Report Abuse

plenty of rumours.... ytlp also wan to take over MAS.....

Posted by leek > Jun 11, 2014 03:00 PM | Report Abuse

Sell ytlp lo... ytlp going to privatise at 1.10... lolz


hahahaha .... i heard a rumour also ... he is currently looking for a "Fu-Mah-Yeh" hehehe

I also "Heard A Rumour" by Bananarama hehehe lol ....

Posted by denver > 2014-06-11 15:55 | Report Abuse

hng, appreciate it :)

Posted by Yuzuki > 2014-06-11 15:56 | Report Abuse

anyway what rumour also ... just sapu ... hehehehe

Posted by leek > 2014-06-11 16:13 | Report Abuse

Sell... if no one sell, how to buy low? Sell ytlp...

Posted by leek > 2014-06-11 16:49 | Report Abuse

Rumour... July electricity bill will increase 3.75%.... faster sell ytlp....

Posted by beso > 2014-06-11 17:02 | Report Abuse

pls drop to 141

Posted by smartly > 2014-06-11 17:07 | Report Abuse

i have loaded a lot with ytlp. :)

huat arrrrrr...

Posted by beso > 2014-06-11 18:30 | Report Abuse

average down or reenter? can share?

Posted by smartly > 2014-06-11 22:30 | Report Abuse

this one just reenter.

Posted by hng33 > 2014-06-12 09:07 | Report Abuse

RM400m for LTE growth

LONG-TERM Evolution (LTE) is the focus of telecommunication players now and to capture more subcribers, Celcom Axiata Bhd has allocated a whopping RM400 million of its annual capital expenditure of RM920 million for LTE service expansion.

“This is our focus to strengthen our LTE services and customer base. We are targeting 2,014 active 4G LTE sites by year-end and we are confident of achieving it as we already have 1,093 sites established as of now,” said its chief executive officer, Datuk Seri Mohammed Shazalli Ramly...............


Remarks
Celcom spend RM 400m to upgrade its 2000 transmission tower to LTE-FDD....YTLP need only RM 330m to enable all its 6000 transmission tower to be TD-LTE....

Posted by leek > 2014-06-12 11:11 | Report Abuse

Sell.....